| 4 | BlackRock, Inc. | 31.2M | $67.3M | +47.9% | 4.870% | 0.00% |
| 5 | Partners Group Holding AG | 25.6M | $55.3M | 0.0% | 4.000% | 3.77% |
| 6 | FIL Ltd | 25.3M | $54.6M | 0.0% | 3.950% | 0.04% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 19.1M | $41.2M | -5.7% | 2.981% | 0.01% |
| 8 | EDMOND DE ROTHSCHILD HOLDING S.A. | 16.2M | $35.0M | -9.0% | 2.536% | 0.46% |
| 9 | CITADEL ADVISORS LLC | 14.7M | $31.7M | -17.3% | 2.295% | 0.00% |
| 10 | AMERICAN CENTURY COMPANIES INC | 14.3M | $30.8M | +14.8% | 2.230% | 0.01% |
| 11 | Invenomic Capital Management LP | 14.3M | $30.8M | +7.1% | 2.229% | 1.84% |
| 12 | FIRST TRUST ADVISORS LP | 13.5M | $29.2M | +145.1% | 2.116% | 0.02% |
| 13 | Atairos Group, Inc. | 12.3M | $26.5M | 0.0% | 1.917% | 1.51% |
| 14 | STATE STREET CORP | 10.9M | $23.5M | +45.2% | 1.697% | 0.00% |
| 15 | Atairos Partners GP, Inc. | 10.2M | $22.1M | 0.0% | 1.600% | 53.77% |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 10.1M | $21.8M | +43.2% | 1.575% | 0.00% |
| 17 | AustralianSuper Pty Ltd | 10.1M | $21.8M | 0.0% | 1.575% | 0.09% |
| 18 | BW Gestao de Investimentos Ltda. | 10.0M | $21.7M | +69.5% | 1.570% | 0.43% |
| 19 | PRUDENTIAL FINANCIAL INC | 8.1M | $17.4M | -26.3% | 1.260% | 0.02% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 6.9M | $14.9M | +131.0% | 1.081% | 0.01% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.5M | $13.9M | +8.3% | 1.010% | 0.00% |
| 22 | UBS Group AG | 5.5M | $12.0M | -37.4% | 0.865% | 0.00% |
| 23 | VANGUARD CAPITAL MANAGEMENT LLC | 5.3M | $11.4M | -0.5% | 0.824% | 0.00% |
| 24 | RAYMOND JAMES FINANCIAL INC | 3.8M | $8.2M | +11.0% | 0.595% | 0.00% |
| 25 | NORTHERN TRUST CORP | 3.5M | $7.6M | +59.1% | 0.549% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CLVT — a direct measure of their conviction.
| 84.18% |
| +3.81 pp |
| $2.11B |
| 14% |
| Q4 2024 | 191 | 3.5% | 80.37% | +0.42 pp | $2.44B | 31% |
| Q3 2024 | 198 | — | 79.95% | — | $3.56B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
44 institutions opened new positions in CLVT during Q2 2026, while 58 fully exited. 54 added to existing positions and 134 trimmed.
CLVT institutional ownership rose by 1.50 percentage points quarter-over-quarter, with a net change of -11 holders.
The top 10 institutions account for 66.5% of all reported 13F value in CLVT, and the top 25 account for 89.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.